+30.8%
RIO vs PLTD
-16.1%
+47.0%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.4% | +1.2% | +3.8% |
| 7D | -1.6% | +14.4% | -16.0% | -0.4% |
| 30D | -11.6% | +8.6% | -20.2% | -10.8% |
| 3M | -12.7% | -9.2% | -3.5% | -13.3% |
| 6M | -12.4% | -29.5% | +17.1% | -13.7% |
| YTD | +11.0% | -20.2% | +31.2% | +10.7% |
| 1Y | +30.8% | -16.5% | +47.4% | +31.4% |
| All | +30.8% | -16.1% | +47.0% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PLTD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling